Docusign for outlook - how to use the extension

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Using docusign in desktop outlook

Things you will need:

  1. Docusign extension for outlook already setup and logged in – if you have not done this yet please first follow this knowledge base article (http://tickets.tacada.ca/kb/a1116/setting-up-docusign-for-outlook.aspx) or email help@tacada.ca

 

 

1.    Select an email in your inbox that has an attachment that you need signed through docusign

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2.    After you’ve selected the email you can click the ‘Request Signatures’ button from the docusign tab

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3.    If there are multiple attachments like my selection, you can choose which attachments to include for signature – for me I will only choose the PDF for this demonstration. Click next once selected

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4.    Now you will have a browser opened for you that has uploaded your attachment to the docusign website. From here select your docusign options as you normally would. Add as many recipients as you need, add more attachments if needed, order your signing order etc… then click next

5.    Lastly you will edit the documents and include the signature fields you need and then click send to email the documents out for signatures! You are now done






















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Article ID: 1117, , Modified: 1/11/2022 at 9:28 AM
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